--- title: Cone Reviews meta\_title: 'Cone Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 34 reviews by the users' company size, role or industry to find out how Cone works for a business like yours. aggregate\_rating: rating\_value: 4.9 review\_count: 34 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Quote Management url: https://www.g2.com/categories/quote-management --- # Cone Reviews & Product Details Cone is all-in-one accounting practice management and proposal software - built for modern accounting and bookkeeping firms. From proposals and engagement letters to billing, payments, workflow automation, and client communication - Cone delivers a unified experience that replaces multiple tools. Cone’s platform includes: - Customizable Proposals & Engagement Letters (standalone or integrated) - Billing & Payments (with automated invoicing, reminders, and recurring billing) - Multiple Pricing Packages - Time Tracking - Document Management - Email Management - Workflow Automation - Client Portal - Integrations with Xero, QBO, GoCardless, Stripe, Google Drive, SharePoint, and more Trusted by thousands of accountants and bookkeepers globally - across the UK, US, Australia, and beyond - Cone helps firms start small or scale confidently, without switching between tools or breaking the bank. P.S.: Cone’s proposal and engagement letter software is also available as a standalone product - perfect for firms looking to streamline onboarding and get paid faster. * * * Seller [Cone](https://www.g2.com/sellers/cone) Discussions [Cone Community](https://www.g2.com/products/cone-accounting-practice-management/discuss) Languages Supported English Solution Type Best-of-Breed Overview by Bharath Kumar Show More ## Top-Rated Alternatives [ ![PandaDoc](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "PandaDoc") PandaDoc 4.7/5(3,644) ](https://www.g2.com/products/pandadoc/reviews) [ ![Proposify](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![TaxDome](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "TaxDome") TaxDome 4.7/5(711) ](https://www.g2.com/products/taxdome/reviews) [ View All Alternatives ](https://www.g2.com/products/cone-accounting-practice-management/competitors/alternatives) ## User Insights Average based on 34 real user reviews. [Log in to unlock pricing and user insights](/login) ## Cone Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Microsoft Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zapier ](https://www.g2.com/products/zapier/reviews) Show More ![Meng H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Meng H.") MH Meng H. Proprietor Small-Business (50 or fewer emp.) 5/14/2026 "Best Value with Simplified, Instant Help" 5/5 What do you like best about Cone? Best value, simplified and instant help. Review collected by and hosted on G2.com. What do you dislike about Cone? Sometimes a bit geeky but to be honest I actually like that Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? simple solution with striaght forward function without bullshit Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 9/3/2025 "Brilliant software with fantastic support" 5/5 What do you like best about Cone? I’ve been using Cone for about 9 months now. I love the clean, uncluttered interface which is so easy to navigate. Cone is also excellent value for money compared with many of the other products on the market. What really stands out for me though is the customer support: the team go above and beyond, always taking feedback on board and using this to guide the ongoing development of the product. They're quick to respond and always super helpful. Review collected by and hosted on G2.com. What do you dislike about Cone? There really isn't anything I dislike about Cone. I love using it and I know I can always rely on the team if I need help. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone saves me a lot of time by pulling all my client information together in one place and linking straight into Xero and Companies House. It keeps my workflow simple and clear, which means I can focus more on the advisory side of my work rather than chasing bits of information. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Moushumi S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Moushumi S.") MS Moushumi S. Small-Business (50 or fewer emp.) 2/28/2026 "Highly Customizable Product with Amazing Customer Service" 4/5 What do you like best about Cone? It's a great product that can be fully cuatimes to your requirements. Amazing customer service as well. Review collected by and hosted on G2.com. What do you dislike about Cone? It needs to be a bit more 'beautiful' and a tiny bit more intuitive. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? My client proposals, onboarding and information collection has been completely streamlined. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Stephanie L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephanie L.") SL Stephanie L. Founder Small-Business (50 or fewer emp.) 10/30/2025 "Cost-Effective, Attractive Proposals, and Excellent Support" 5/5 What do you like best about Cone? Cost efficiency, proposal appearance, and customer service Review collected by and hosted on G2.com. What do you dislike about Cone? There is nothing so far that I dislike about Cone Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone is solving the problem of time-consuming and disjointed proposal creation. Cone streamlines the entire process into one intuitive platform, letting me build beautiful, professional proposals quickly and keep everything organized in one place. This has benefited me by saving hours, improving the quality and consistency of my proposals, and helping me close deals faster with a smoother client experience. It’s truly taken the stress out of proposal management and made my workflow far more efficient and enjoyable. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Wajih K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wajih K.") WK Wajih K. Director Small-Business (50 or fewer emp.) 7/29/2025 "Seemless and efficient proposal software" 5/5 What do you like best about Cone? Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly. Review collected by and hosted on G2.com. What do you dislike about Cone? There is nothing to dislike about the software. Maybe it could be more customisable. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone has greatly streamlined our workflow. Creating proposals is quick and easy, and the ability to save templates, duplicate proposals, and customise them makes the platform incredibly user-friendly. I absolutely love using the product - it makes our engagement process seamless and efficient. It’s intuitive, reliable, and hands down better than other proposal software we’ve tried. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 12/10/2025 "Excellent Software and Support" 5/5 What do you like best about Cone? Good software and great support, serves our purpose for accounting firm. Onboarding was easy and good team to assist with training and onboarding. Easy to integrate with xero. Review collected by and hosted on G2.com. What do you dislike about Cone? it would be great if it integrates with xero practice manager Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? collection of customer payments creating of proposal havent used the crm and e-sign feature yet, but planning to start using it from next year. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 10/27/2025 "Good value for money software and payment processing" 4/5 What do you like best about Cone? Cost effective proposal and engagement solution. Very responsive to software adjustments Review collected by and hosted on G2.com. What do you dislike about Cone? You need effective engagement terms in place to copy into the software. It wasn't a problem for us as we moved from Ignition but if you were starting from scratch it could be very time consuming. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Gives us an effective proposal and payment management solution for clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic SB Sam B. Partner Small-Business (50 or fewer emp.) 4/7/2025 "Great Tool" 5/5 What do you like best about Cone? Ease of Use, Ease of Implementation, Customer Support, and the Number of Features are among so many great features. They are poised to be a strong competitor in the space and will ultimately post significant wins in the long-run. Review collected by and hosted on G2.com. What do you dislike about Cone? Not a lot to dislike, great features for the price point. Still rolling out strong additional features. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? Cone makes the engagement process easy by helping to craft beautiful templated proposals with fully customizable sections that allow prospective clients to be clear about the terms and scope of the engagement from day 1. They have smart invoicing features that include helpful automation as well as a constantly evolving product with a dynamic roadmap. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Florentina S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Florentina S.") FS Florentina S. Xero Migration Expert | Founder Small-Business (50 or fewer emp.) 5/27/2025 "So much time saved" 5/5 What do you like best about Cone? It's easy to use, affordable and support is great. Always open to bringing new features and saves me so much time already. You can be up and running in literally 15 minutes, connects with Xero and the best part is that it looks very professional and clients love the simplicity to read and sign. I use it daily, and i am still discovering more and more features to love. Great work, team! Review collected by and hosted on G2.com. What do you dislike about Cone? So far i have been very happy with the product. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? I used to spend half and hour to prepare a proposal, keep notes and updates to track eveything. now is done in 5 minutes and i have everything i need to track my prospects. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic JA Jenny A. Small-Business (50 or fewer emp.) 7/30/2025 "User friendly, customisable and great support team" 5/5 What do you like best about Cone? I tried other proposal softwares but Cone felt much less overwhelming, more intuitive and user friendly. The support team is very responsive and open to feedback. Review collected by and hosted on G2.com. What do you dislike about Cone? At the moment, I believe alignment fees are still calculated manually. It seems Cone is working on this. Review collected by and hosted on G2.com. What problems is Cone solving and how is that benefiting you? I’ve found it really user‑friendly, with handy templates for client proposals. It's very customisable and integrates with Xero, Xama, Go Cardless and Stripe. The automated billing features are also time saving. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/cone-accounting-practice-management/pricing) ##### ##### Cone Features Document Creation Customizability: Variables and Fields Template Creation and Flexibility Rich Media Workflow Document Builder Interface Collaborative Creation Assembly and Approval Workflows Analytics Engagement Tracking Proposal Effectiveness Reporting Reporting and Dashboards Administration and Platform User, Role, and Access Management Alerts and Notifications Electronic Signature [ View More Features ](https://www.g2.com/products/cone-accounting-practice-management/features) ##### Categories on G2 [Proposal](https://www.g2.com/categories/proposal)[Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [Which quote to cash consultants are highest rated for accelerating revenue cycle optimization at enterprise scale?](https://www.g2.com/discussions/which-quote-to-cash-consultants-are-highest-rated-for-accelerating-revenue-cycle-optimization-at-enterprise-scale)[Which ERP consulting partners specializing in Acumatica understand AP automation and inventory management complexities?](https://www.g2.com/discussions/which-erp-consulting-partners-specializing-in-acumatica-understand-ap-automation-and-inventory-management-complexities)[Which contact center payments tools offer QR code payment options alongside telephony integration?](https://www.g2.com/discussions/which-contact-center-payments-tools-offer-qr-code-payment-options-alongside-telephony-integration) [Is Mediafly worth it as a value selling tool for an enterprise sales team that needs both value messaging and content management in one platform, or does a standalone ROI tool like ValueCore cover the essentials?](https://www.g2.com/discussions/is-mediafly-worth-it-as-a-value-selling-tool-for-an-enterprise-sales-team-that-needs-both-value-messaging-and-content-management-in-one-platform-or-does-a-standalone-roi-tool-like-valuecore-cover-the-essentials)[What's the top-rated voice control app for office productivity](https://www.g2.com/discussions/what-s-the-top-rated-voice-control-app-for-office-productivity)[Pros and Cons Details](https://www.g2.com/products/cone-accounting-practice-management/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)